Remote Client Onboarding & Delivery Manager

Anavah Talent; Manila; Remote; PHP 844,000 - 1,182,000; Full time

Job summary

Anavah Talent is seeking a Client Account Manager to support internal account management and client delivery operations in a fully remote, 40+ hour-a-week role. You will assemble tax packets, manage onboarding, and triage client requests via email/Slack.

The role blends client service with operations, requiring strong English, detail-orientation, and a proactive mindset. Experience with Google Sheets/Excel and ticketing tools is preferred.

Qualifications

• 3–5 years in CX, operations, account management, or white-glove customer support (US clients/startups preferred)
• 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
• Strong English proficiency (C2+), excellent writing
• Self-starter, process-oriented, detail-focused, and highly organized
• Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
• Bachelor’s degree (preferably with honors)

Responsibilities

• Client Delivery Operations: Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)
• Client Service Operations: Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Process Improvement: Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems
• 3–5 years in CX, operations, account management, or white-glove customer support (US clients/startups preferred)
• 1+ year in accounting, finance, banking, or tax prep (or supporting these industries)
• Strong English proficiency (C2+), excellent writing
• Self-starter, process-oriented, detail-focused, and highly organized
• Comfortable with ambiguity, independent, proactive
• Proficient in Google Sheets/Excel, Slack, task boards, AI tools; experience with ticketing systems (Pylon preferred)
• Bachelor’s degree (preferably with honors)

Skills

Strong English proficiency

Detail oriented

Organized

Self-starter

Proactive

Education

Bachelor’s degree (honors preferred)

Tools

Google Sheets/Excel

Slack

Ticketing systems (Pylon preferred)

Job description

Anavah Talent is seeking a Client Account Manager to support internal account management and client delivery operations in a fully remote, 40+ hour-a-week role. You will assemble tax packets, manage onboarding, and triage client requests via email/Slack.

The role blends client service with operations, requiring strong English, detail-orientation, and a proactive mindset. Experience with Google Sheets/Excel and ticketing tools is preferred.